DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
•CIK: 1854440•Filing: Q4 2025
**DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP** manages $2.5B across a concentrated portfolio of 14 positions. The fund exhibits significant conviction in its top holdings, notably allocating $350.9M to FOUR and $331.6M to CRM. Further substantial exposure is maintained in TPG ($314.7M) and TKO ($282.2M). This structure suggests a high-conviction, sector-specific approach to capital deployment.
Total AUM
$2.5B
QoQ Performance
-15.6%
Positions
14
Top 10 Concentration
88.0%
Latest Filing
Q4 2025
Top Holdings Allocation
FOUR
CRM
TPG
TKO
LPLA
WMG
GLBE
FOUR14.0%
CRM13.3%
TPG12.6%
TKO11.3%
LPLA11.2%
WMG8.2%
GLBE5.9%
LNG4.1%
📉 Biggest Sells
Sector Breakdown
Other83.0%
Technology13.3%
Communication3.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑1 increased
↓5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023